Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,971 | $111,814-55.3% | $103,374-51.7% | $145,959-65.8% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 15.64% | 24.77%-9.1pp | 24.89%-9.2pp | 561.95%-546.3pp |
| Employer contribution / active EE | $458 | $4,214-89.1% | $3,869-88.2% | $4,661-90.2% |
| Participant deferral / active EE | $2,188 | $5,618-61.1% | $5,058-56.7% | $6,689-67.3% |
| Admin fee / account holder | $432 | $9,754-95.6% | $8,394-94.8% | $13,398-96.8% |